Perrysburg, OH W South Boundary Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,118 advisors across 14,155 offices

Location

900 W South Boundary, Building 10

Perrysburg OH 43551

Advisors at this office

4

Advisors at this office

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Jennifer S

Series 66

Perrysburg, OH

Edward Jones

Jennifer Socie is a financial advisor at Edward Jones in Perrysburg, OH, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 1997, including her current role that began in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Loren O

Series 63

Perrysburg, OH

Edward Jones

Loren Odegaard is a financial advisor with Edward Jones in Perrysburg, OH, holding a Series 63 designation and 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he is associated with the Ohio Air National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

General retirement planning Retired Founder/Business Owner Executive

Aaron A

Series 63, Series 66

Perrysburg, OH

Edward Jones

Aaron Arnold is a financial advisor with Edward Jones in Perrysburg, OH, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including prior roles at Key Investment Services and KeyBank. Outside of advisory services, he manages AJA Holdings LLC, an entity that owns his Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

General retirement planning Retired Founder/Business Owner Executive

Seth M

Series 66

Perrysburg, OH

Edward Jones

Seth Miller is a financial advisor with Edward Jones in Perrysburg, Ohio. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked for The Andersons for 11 years. Outside of his advisory role, Miller owns and operates a livestock business focused on buying, selling, and raising show cattle and swine. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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